AMD (AMD) has a long way to go before it can expand away from PCs, says Kim Forrest. She and Jordan Straus discuss AMD as it cut its revenue guidance for 3Q. They also talk about the report that the US is to announce the halt of some exports of NAND and DRAM equipment to China. Kim's also goes over her semi conductor picks which include AMD, INTC, and MU. They then go over what guidance cuts mean for semiconductor investors. Finally, they mention the long-term outlook for semiconductors. Tune in to find out more about the stock market today.
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